Bradshaw Home Before Tax Savings Plan
Sponsored by Bradshaw International, Inc. · EIN 954083998 · Plan #001
- Total assets
- $33.5M
- Net assets
- $33.5M
- Active participants
- 394
- With balances
- 367
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Embree Financial Group CRD 108233 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Embree Financial Group | Investment advisory (plan) | $61,378 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $33,813 |